How big is Northwest Oncology & Hematology,S.C's plan?

Northwest Oncology & Hematology,S.C's plan reported $30.2M in assets and 165 participants for 2024.

Original filing (PDF)20251013142313NAL0002173088003

Northwest Oncology & Hematology,S.C

Name: Northwest Oncology & Hematology,S.C — Northwest, Form 5500 (2024)
Creator: Northwest Oncology & Hematology,S.C
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Northwest Oncology & Hematology, S.C. Profit Sharing 401(k) Plan

401(k) retirement plan · Northwest Oncology & Hematology,S.C's Northwest Oncology & Hematology, S.C. Profit Sharing 401(k) Plan held $30.2M in plan assets for 165 participants in 2024.

Signals · 4

Late participant contributions29% in single holdingHigh average account balanceNo recordkeeper disclosed

Active participants

165

Accounts w/ balance

175

Plan assets (EOY)

$30.2M

Net assets (EOY)

$30.2M

People on this filing

Cynthia Cornelius signed Northwest Oncology & Hematology,S.C's 2024 Form 5500 as plan administrator.

Cynthia Cornelius — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Northwest Oncology & Hematology,S.C's EIN is 36-3395596.

EIN 36-3395596

Plan number 001

Plan year 2024

ACK ID 20251013142313NAL0002173088003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Northwest Oncology & Hematology,S.C from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Northwest Oncology & Hematology,S.C's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NORTHWEST ONCOLOGY & HEMATOLOGY,S.C.

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 228K (14% of contributions).

Helping the score

Below-peer total plan cost (89th percentile).
High average account balance (93rd percentile).

Plan sponsor

Name

NORTHWEST ONCOLOGY & HEMATOLOGY,S.C

EIN

all filings

Address

3701 ALGONQUIN RD. SUITE 900 · ROLLING MEADOWS, IL · 60008

Phone

(847) 577-0620

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

No Schedule C providers reported

Investments

31 direct securities· $30.2M(100% of reported assets)

Mutual Funds

$10.3M

21 holdings

Other securities

$10.3M

8 holdings

Common Collective Trusts

$8.6M

1 holding

Common Stocks

$929K

1 holding

					% of plan
Vanguard 500 Index Fd As Mutual Fund ^	Common Collective Trusts	—	—	$8.6M	28.6%
American Funds US Government Sec R6 Mutual Fund ^	Mutual Funds	—	—	$3.4M	11.4%
Vangard Val Index Admiral Mutual Fund ^	Other securities	—	—	$3.4M	11.1%
JPM Large Cap Growth R6 Mutual Fund ^	Other securities	—	—	$2.9M	9.6%
Loomis Sayles Core Plis Bond Mutual Fund ^	Other securities	—	—	$2.4M	8.0%
Vanguard Mid Cap Value Index Admiral Mutual Fund ^	Mutual Funds	—	—	$1.9M	6.4%
Vangard St Corp Bond Mutual Fund ^	Common Stocks	—	—	$929K	3.1%
American Funds Europacific Growth R6 Mutual Fund ^	Mutual Funds	—	—	$803K	2.7%
Vanguard Small Cap Value Index Admiral Mutual Fund ^	Mutual Funds	—	—	$788K	2.6%
BlackRock Health Sciences Opps Inv A Mutual Fund ^	Other securities	—	—	$554K	1.8%
Fidelity Puritan Mutual Fund ^	Mutual Funds	—	—	$543K	1.8%
Vangard Info Tech Mutual Fund ^	Other securities	—	—	$489K	1.6%
American Funds New Prospect R6 Mutual Fund ^	Mutual Funds	—	—	$427K	1.4%
Vanguard Small Cap Growth Index Admiral Mutual Fund ^	Mutual Funds	—	—	$426K	1.4%
and due at various dates through October * Notes Receivable from Participants 2029 -	Other securities	—	—	$355K	1.2%
American Funds Target Date 2030 Mutual Fund ^	Mutual Funds	—	—	$340K	1.1%
American Funds Target Date 2045 Mutual Fund ^	Mutual Funds	—	—	$324K	1.1%
American Funds Target Date 2065 Mutual Fund ^ 250 Carlin Eagle Mid Cao Mutual Fund ^	Mutual Funds	—	—	$304K	1.0%
American Funds Target Date 2050 Mutual Fund ^	Mutual Funds	—	—	$257K	0.9%
American Funds Target Date 2040 Mutual Fund ^	Mutual Funds	—	—	$152K	0.5%
Davis Financial A Mutual Fund ^	Other securities	—	—	$144K	0.5%
Schwab Government Money Inv Money Market Fund ^	Mutual Funds	—	—	$124K	0.4%
American Funds Target Date 2060 Mutual Fund ^	Mutual Funds	—	—	$113K	0.4%
American Funds Target Date 2055 Mutual Fund ^	Mutual Funds	—	—	$108K	0.4%
American Funds Target Date 2025 Mutual Fund ^	Mutual Funds	—	—	$91K	0.3%
American Funds Target Date 2035 Mutual Fund ^	Mutual Funds	—	—	$74K	0.2%
American Funds Target Date 2015 Mutual Fund ^	Mutual Funds	—	—	$60K	0.2%
JPM Emerging Markets R6 Mutual Fund ^	Other securities	—	—	$51K	0.2%
American Funds Target Date 2010 Mutual Fund ^	Mutual Funds	—	—	$24K	<0.1%
Invesco Real Estate A Mutual Fund ^	Mutual Funds	—	—	$18K	<0.1%
American Funds Target Date 2020 Mutual Fund ^	Mutual Funds	—	—	$2K	<0.1%